Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | Director | January 26, 2012 | January 30, 2012 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WELLTOWER INC.
Report date January 26, 2012 · Filed January 30, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,146 |
Reported balance
After 2012-01-29 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2012-01-29 · Exercise / conversion · Acquired 675 · Balance 68,146 F1: The reported transaction was a vesting of 675 deferred stock units on January 29, 2012, resulting in the issuance of 675 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Common StockSEC Table I · non-derivative | Direct | 68,724 |
Reported balance
After 2012-01-28 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2012-01-28 · Exercise / conversion · Acquired 578 · Balance 68,724 F2: The reported transaction was a vesting of 578 deferred stock units on January 28, 2012, resulting in the issuance of 578 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Common StockSEC Table I · non-derivative | Direct | 69,369 |
Reported balance
After 2012-01-27 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2012-01-27 · Exercise / conversion · Acquired 645 · Balance 69,369 F3: The reported transaction was a vesting of 645 deferred stock units on January 27, 2012, resulting in the issuance of 645 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-01-29 | Direct | 3,415 |
Reported balance
After 2012-01-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2012-01-29 · Exercise / conversion · Disposed 675 · Balance 3,415 F4: These deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 676 units having vested on January 29 of each of 2010 and 2011 and 675 units having vested on January 29, 2012. F1: The reported transaction was a vesting of 675 deferred stock units on January 29, 2012, resulting in the issuance of 675 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-01-28 | Direct | 2,837 |
Reported balance
After 2012-01-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2012-01-28 · Exercise / conversion · Disposed 578 · Balance 2,837 F5: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units vesting on January 28, 2013. F2: The reported transaction was a vesting of 578 deferred stock units on January 28, 2012, resulting in the issuance of 578 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-01-27 | Direct | 2,192 |
Reported balance
After 2012-01-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2012-01-27 · Exercise / conversion · Disposed 645 · Balance 2,192 F6: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units vesting on January 27 of each of 2013 and 2014. F3: The reported transaction was a vesting of 645 deferred stock units on January 27, 2012, resulting in the issuance of 645 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2015-01-26 | Direct | 3,850 |
Reported balance
After 2012-01-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2012-01-26 · Grant · Acquired 1,658 · Balance 3,850 F7: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F8: Includes (i) 577 deferred stock units granted on January 28, 2010 with 577 units vesting on January 28, 2013; (ii) 327 deferred stock units granted on May 6, 2010, with 164 units vesting on May 6, 2012 and 163 units vesting on May 6, 2013; and (iii) 1,288 deferred stock units granted on January 27, 2011, with 644 units vesting on January 27 of each of 2013 and 2014; and (iv) 1,658 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was a vesting of 675 deferred stock units on January 29, 2012, resulting in the issuance of 675 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F2: The reported transaction was a vesting of 578 deferred stock units on January 28, 2012, resulting in the issuance of 578 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F3: The reported transaction was a vesting of 645 deferred stock units on January 27, 2012, resulting in the issuance of 645 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F4: These deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 676 units having vested on January 29 of each of 2010 and 2011 and 675 units having vested on January 29, 2012.
F5: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units vesting on January 28, 2013.
F6: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units vesting on January 27 of each of 2013 and 2014.
F7: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.
F8: Includes (i) 577 deferred stock units granted on January 28, 2010 with 577 units vesting on January 28, 2013; (ii) 327 deferred stock units granted on May 6, 2010, with 164 units vesting on May 6, 2012 and 163 units vesting on May 6, 2013; and (iii) 1,288 deferred stock units granted on January 27, 2011, with 644 units vesting on January 27 of each of 2013 and 2014; and (iv) 1,658 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · derivative · entry 10 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Borra on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Borra on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · derivative · entry 9 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Borra on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Borra on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · derivative · entry 8 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2008-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · derivative · entry 7 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2008-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · derivative · entry 6 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2008-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Borra on January 19, 1998, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 19 of each 1999 and 2000 and options for the purchase of 1,666 shares vested on January 19, 2001. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,667 | $38.28 | $446,584.76 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · nonDerivative · entry 4 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $25.82 | $43,041.94 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · nonDerivative · entry 3 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,667 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $27.17 | $135,850.00 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · nonDerivative · entry 2 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2005 Filed Jul 27, 2005 16:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $28.44 | $142,187.50 |
DisclosureSEC source: 0001209191-05-038740 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2005 Filed Jan 25, 2005 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-004655 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · derivative · entry 8 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2013-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Borra on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Borra on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · derivative · entry 7 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · derivative · entry 6 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · derivative · entry 5 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Borra on January 18, 1999, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $24.88 | $0.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · derivative · entry 4 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,000 shares Expires 2007-01-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Mr. Borra on January 20, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 5,000 shares has previously been reported. Of the remaining options, options for the purchase of 5,000 shares vested on July 20, 1997. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Mr. Borra on January 20, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 5,000 shares has previously been reported. Of the remaining options, options for the purchase of 5,000 shares vested on July 20, 1997. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $25.82 | $43,041.94 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · nonDerivative · entry 3 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,993 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.13 | $125,625.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · nonDerivative · entry 2 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 22, 2004 Filed Oct 25, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $24.88 | $124,375.00 |
DisclosureSEC source: 0001209191-04-049379 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 31, 2004 Filed Sep 1, 2004 17:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $24.88 | $0.00 |
DisclosureSEC source: 0001209191-04-042790 · doc4.xml · derivative · entry 2 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common · 10,000 shares Expires 2007-01-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Mr. Borra on January 20, 1997, which grant has previously been reported. Options for the purchase of 10,000 shares vested on July 20, 1997. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Mr. Borra on January 20, 1997, which grant has previously been reported. Options for the purchase of 10,000 shares vested on July 20, 1997. Read SEC document |
| August 31, 2004 Filed Sep 1, 2004 17:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $24.88 | $124,375.00 |
DisclosureSEC source: 0001209191-04-042790 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 10, 2004 Filed Feb 11, 2004 16:37 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-04-008518 · doc4.xml · derivative · entry 2 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2011-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Borra on January 15, 2001, which grant has previosly been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Borra on January 15, 2001, which grant has previosly been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. Read SEC document |
| February 10, 2004 Filed Feb 11, 2004 16:37 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,666 | $17.56 | $29,254.96 |
DisclosureSEC source: 0001209191-04-008518 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2004 Filed Jan 28, 2004 20:21 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005071 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,660 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| January 07, 2004 Filed Jan 9, 2004 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | ConversionSeries E Preferred Stock · Derivative | 863 | Not disclosed Strike: $32.66 | Not disclosed |
DisclosureSEC source: 0001209191-04-002367 · doc4.xml · derivative · entry 2 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 660 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. F1 · shares: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. F1 · price: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. F2 · derivative.expiration_date: Expiration Date is not applicable. Read SEC document |
| January 07, 2004 Filed Jan 9, 2004 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | ConversionCommon Stock | 660 | $32.66 | $21,555.60 |
DisclosureSEC source: 0001209191-04-002367 · doc4.xml · nonDerivative · entry 1 BORRA PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,660 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2003 Filed Oct 1, 2003 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | PurchaseSeries E Preferred Stock · Derivative | 863 | $25.00 Strike: $32.66 | $21,575.00 |
DisclosureSEC source: 0001209191-03-023866 · doc4.xml · derivative · entry 2 BORR PIER C · CIK 0001250386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863 Underlying: Common · 660 shares Expires not disclosed F1 · security: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. The closing price of the Common Stock of the Company on the New York Stock Exchange on September 29, 2003 was $30.78. F1 · shares: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. The closing price of the Common Stock of the Company on the New York Stock Exchange on September 29, 2003 was $30.78. F1 · price: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. The closing price of the Common Stock of the Company on the New York Stock Exchange on September 29, 2003 was $30.78. F1 · acquired: These shares of 6% Series E Cumulative Convertible and Redeemable Preferred Stock, par value $1.00 per share (the "Series E") were issued by the Company in connection with an asset acquisition by the Company from a third party. The third party recipient of the Series E transferred 863 shares of the Series E to Mr. Borra in connection with the redemption of his equity interest in this third party, valued at $21,575 for purposes of the transaction, or $25 of value for each share of Series E received by him. The Series E is convertible to Common Stock of the Company, determined by multiplying the number of shares of the Series E to be converted by the liquidation preference of $25 per share and dividing the product by the conversion price of $32.66 per share of Common Stock to be received. The closing price of the Common Stock of the Company on the New York Stock Exchange on September 29, 2003 was $30.78. F2 · derivative.expiration_date: Expiration Date is not applicable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.